Returns without borders
A structured-notes platform for a cross-border investment provider: a filterable catalogue of Principal Protected and Principal at Risk Notes, a dealer dashboard, a gated client area, and a coming-soon programme that captures interest before launch.
Sector
- Structured investments
- Cross-border wealth
Platform
- Marketing site
- Client area
- Dealer dashboard
What we did
- Product modelling
- UX + UI design
- Design system
Audiences
- Prospect
- Client
- Dealer
What is Global Gateway?
A structured-note issuer sells the same product to three very different people: a prospect who has never heard the term, a client who holds a position, and a dealer who places notes for others. Global Gateway gives each of them their own surface instead of one brochure trying to serve all three.
One catalogue, three front doors
The marketing site explains structured notes to a newcomer; the gated client area is where a holder signs in; the dealer dashboard is a working tool for the professional who transacts. They share one product catalogue, so a note described on the public page is the same record a dealer opens on the dashboard.
Why is selling structured notes a design problem?
Three things make a structured-note offering hard to present. A single marketing page cannot hold all three at once, which is why the platform splits the audience and structures the product.
| For the buyer | A static factsheet | In Global Gateway |
|---|---|---|
| Finding a note | Scroll a PDF list | Search by name, CUSIP or Neo ticker |
| Narrowing the field | Read every entry | Filter to PPNs, PARs, open or closed |
| Comparing issues | Open several documents | One table with issuer, term and coupon side by side |
| A dealer's own book | A private spreadsheet | My Products and saved favourites behind sign-in |
| Something bespoke | A phone call and a wait | A build-your-own request routed from the catalogue |
What are the surfaces?
Six screens carry the platform, and each belongs to a different audience: the public story, the product catalogue, the dealer's working dashboard, and the routes that connect them.
Product catalogue
PPNs + PARsA fielded catalogue of Principal Protected and Principal at Risk Notes, each carrying currency, term, issuer, return type, coupon basis and open/closed status, filterable and searchable by name, CUSIP or Neo ticker.
- PPNs
- PARs
- CUSIP / ticker search
Dealer dashboard
GatedA working console for the professional who places notes: dealer details, a personal product book and a saved-favourites list.
- Dealer details
- My Products
Coming-soon capture
Pre-launchVideo-led launch pages that capture interest before the platform is public and confirm the email address by return.
- Email confirmation
- Video hero
Build your own
BespokeWhen nothing in the catalogue fits, a build-your-own route lets a client request a bespoke structure, routed from the products page straight to the desk rather than a cold phone call.
- Custom request
- Routed to the desk
- Contact
Fund alternatives
CompareA comparison surface that sets structured notes beside the other options an investor is weighing, in the buyer's own terms.
- Side by side
Client area
RegisteredA gated area a registered client signs into, fenced off from the public catalogue and the dealer console.
- Client login
- Fenced access
How did we design it?
The category is unfamiliar and the audiences pull in opposite directions, so the work started with the product model and the people, not the pixels.
How does a prospect become a placed note?
The platform is built around one journey: a stranger to structured notes is taught the category, converted into a registered client, and handed to a dealer who transacts the product on a working dashboard.
- 01
Coming soon
Before launch, a video-led coming-soon page captures interest and confirms the email address by return.
Prospect - 02
Learn the category
The marketing site and programme overview explain what structured notes are and why a Canadian investor might hold one.
Prospect - 03
Browse the catalogue
The products page lists PPNs and PARs with filters, search and a build-your-own route for bespoke structures.
Client - 04
Sign in
A registered client enters the gated area; a dealer reaches their own dashboard and product book.
Client - 05
Work the dashboard
The dealer searches their products, opens details and manages their saved list from one console.
Dealer - 06
Contact the desk
A contact route connects an interested buyer or dealer to the issuer for anything the catalogue does not cover.
Dealer
Scroll the path sideways
What does any structured-product platform need?
Five things separate a platform a dealer will actually work in from a marketing site with a product list bolted on. They came out of building this one and hold well beyond it.
- Products as data, not documents. A note has too many attributes to live in a PDF; fielding them is what makes filtering, searching and comparison possible at all.
- One catalogue, many audiences. A prospect, a client and a dealer need different surfaces over the same records, not three disconnected sites that drift apart.
- The professional's identifiers, first-class. CUSIP and ticker search is not a nice-to-have for a dealer; it is how they find anything.
- A route for the thing you do not stock. A build-your-own path turns a dead end in the catalogue into a warm lead for the desk.
- Interest captured before launch. A coming-soon page with confirmed emails means day one opens to an audience rather than to silence.
What does the interface look like, and why?
A deep indigo carries the institutional weight the category demands, and a single emerald green marks every action and accent bar, so movement through the platform always reads as forward motion. Cream surfaces keep the dense product tables calm and legible.
Aa
Primary typeface
Questrial
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
a b c d e f g h i j k l m n o p q r s t u v w x y z
0 1 2 3 4 5 6 7 8 9 & ? ! £ $ €
48pxGLOBAL GATEWAYH142pxSection headingH224pxCard headingH316pxLead copy and table headersLead14pxBody text and table cellsBody12pxPRODUCT NAME · CUSIP · NEO TICKEREyebrowQuestrial and Poppins are the platform's own typefaces, tallied across the design file rather than sampled off one screen. Questrial's wide, single-weight geometry gives the wordmark its open, borderless feel; Poppins keeps the dense product tables even and legible. Both are open-licence Google fonts; the specimen falls back to the nearest available face if they are not installed on your device.
Building a structured-investment platform
The questions issuers and wealth firms ask us first, answered plainly.
Ask us yoursHow do you present structured notes online without giving advice?
By describing the product structure, not a recommendation. The platform fields each note's attributes - term, issuer, return type, coupon basis, status - and lets a buyer filter and compare them, while the story pages explain what the category is. Nothing on the platform tells a visitor what to buy; it makes the offering legible so a professional or an informed client can judge it themselves.
How long does it take to build an investment product platform?
A platform of this shape - a public marketing site, a fielded product catalogue with search and filtering, a gated client area and a dealer dashboard - is a multi-month design and build rather than a few weeks. What moves the date most is not the page count but how the product is modelled and how many distinct audiences each need their own surface over the same data.
Can a platform like this serve both retail prospects and professional dealers?
Yes, and it should not try to serve them on the same page. Global Gateway gives a prospect a story-led public site and a dealer a dense, searchable dashboard, both reading from one product catalogue. Splitting the surface by audience while sharing the data underneath is exactly what keeps a newcomer oriented and a professional fast.
How much does a platform like Global Gateway cost?
It depends on scope, and no honest number comes off a feature list alone. The biggest drivers are how the financial product is modelled, how many separate user surfaces are in scope, and whether pre-launch capture and bespoke-product routing are included. Shanti Infosoft scopes it on a short call and returns a fixed quote within 48 hours.
Related work
Have a financial product that lives in PDFs?
Tell us how your business actually works and we will tell you honestly what it takes to build. See more of our work or what we do.
Book a 15-minute call